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529 College Savings Plan Expense Analyzer
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Use this analyzer to calculate the costs for one or two 529 college savings plans.
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Accrued Interest Rate Calculator for Bonds
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Use this site to determine accrued interest for U.S. corporate and municipal or government bonds
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America Saves - Wisconsin
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America Saves - Wisconsin is a statewide initiative designed to promote financial awareness and encourage financial action among people of all economic levels.
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Annual Credit Report (Free)
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Use this site to request a credit report, once every 12 months from each of the three consumer credit reporting agencies.
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Bank Products
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This document from the FINRA Foundation explains different kinds of bank accounts and services.
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BankRate.com
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Use this site to compare rates on national and local mortgages, credit cards, CDs, savings and checking accounts, as well as other financial information.
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BrokerCheck
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Check the professional background of current and former FINRA-registered securities firms and brokers.
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Card Ratings.com
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The U.S. Citizens for Fair Credit Card Terms, Inc. (CFCCT) is a for-profit organization devoted to educating consumers about credit cards. Includes thousands of consumer reviews on credit cards.
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Choosing an Investment Advisor
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Investment professionals can help you plan your financial future and make investment decisions. But its important to do your homework when selecting an investment professional.
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Choosing the Right Investments
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This information from the FINRA Foundation explains personal financial goal setting and choosing investments.
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Common Types of Investments
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Learn about types of investments such as stocks, bonds and mutual funds from the FINRA Foundation.
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Day Trading Information
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Use these resources from FINRA for rules, regulations and information relating to day trading.
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Evaluating Performance
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This document from the FINRA Foundation will explain how to monitor and track your investment performance.
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FDIC Money Smart Curriculum
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The Money Smart Computer-Based Instruction (CBI) is a series of 10 modules of the Money Smart curriculum that will teach basic personal finance information from your computer.
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FINRA Worksheet - Goal Setting and Financial Planning
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Utilize this worksheet from the FINRA Foundation for financial goal setting and planning.
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FINRA Worksheet - Investment Risk
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Utilize this worksheet from the FINRA Foundation to determine your investment risk tolerance.
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Investment Choices
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This page provides links to the information available about a variety of investment vehicles and asset classes.
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Investment Professionals
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The FINRA Foundation describes different types of financial professionals and how they can assist with financial goals.
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Investor and Consumer Alerts
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Protect yourself and your family from investment and consumer scams.
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Key Investment Concepts
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Learn about dollar cost averaging, investment risk and rate of return in this document from the FINRA Foundation.
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Managing Investment Risk
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Learn about the different levels of personal investment risk in this document from the FINRA Foundation.
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Managing Your Credit
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Building a history of good credit can pay off in lower prices for loans and financial fitness.
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Mint.com
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Mint.com is a safe and secure, powerful, and easy way to track your finances online.
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Missing Money.com
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Seach this national database to determine if you have lost money or assets.
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Morningstar Investment Research Center
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Investors who depended on Morningstar Mutual Fund publications for unbiased analyses can now turn to the Morningstar Investment Research Center. This easy to use site offers in-depth analysis of stocks, mutual funds, and exchange traded funds (ETFs). Most reports, excluding the interactive graphs, may be printed. Analysts' research, key ratios, SEC filings, financial statements, dividend and returns info, market segment comparisons, and company snapshots are all available.
Library subscription.
Available for use within City of Milwaukee libraries
and by remote access to City of Milwaukee library
cardholders.
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MyMoney.gov
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Learn how to better save, invest and manage your money.
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NetAdvantage
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Standard and Poor's NetAdvantage puts the power of many familiar S & P publications to work for you! Included are the Industry Surveys, Stock Reports, Mutual Fund Reports, Bond Reports, Corporation Records, The Outlook, and the familiar Register of Corporations, Directors and Executives. Find News items and market snapshots also on NetAdvantage. Archival data for many of the publications can also be found on the site.
Library subscription.
Available for use within City of Milwaukee libraries
and by remote access to City of Milwaukee library
cardholders.
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Preparing to Invest
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The FINRA Foundation introduces investing basics.
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Safeguarding Your Investments
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Learn about your rights as an investor, how to keep good financial records and also how protect yourself from investing scams.
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Savings Bond Calculator
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Find out what your savings bonds are worth with this tool from TreasuryDirect's online calculator. The calculator will price Series EE, E, I bonds, and Savings Notes. Features include current interest rate, next accrual date, final maturity date, year-to-date interest earned, and more...
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Savings Calculator from FINRA
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Use this calculator to see how a consistent approach to investing can make your money grow.
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TreasuryDirect
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TreasuryDirect is the first and only financial services website that lets you buy and redeem securities directly from the U.S. Department of the Treasury.
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U.S. Treasury Securities
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This module from the FINRA Foundation explains bonds, bills and notes as investment tools.
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Unclaimed Property List (Wisconsin)
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Search for your name on the Wisconsin State Treasurer's List of unclaimed property.
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Value Line
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For research on stocks you can trust, turn to Value Line. All the features of the print version, plus easy access and navigation.
Library subscription.
Available for use within City of Milwaukee libraries
and by remote access to City of Milwaukee library
cardholders.
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Worksheet for Goal Setting and Financial Planning
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This worksheet from FINRA will help you decide the time frame and evaluation for your financial plan.
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